Purchases and Sales Made in Q1 2024 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
31+ 2.78% |
$13.3K - $14.9K
|
1.15K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
31+ 103.33% |
$13.3K - $14.9K
|
61
$33.3K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
31+ 2.95% |
$13.3K - $14.9K
|
1.08K
$591K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
31+ 3.44% |
$13.3K - $14.9K
|
932
$509K
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
30+ 0.92% |
$12.9K - $14.4K
|
3.28K
$1.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
30+ 4.67% |
$12.9K - $14.4K
|
672
$367K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
30+ 3.98% |
$12.9K - $14.4K
|
784
$428K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
30+ 1.19% |
$12.9K - $14.4K
|
2.55K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 5.78% |
$12.9K - $14.4K
|
549
$300K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
29+ 3.27% |
$12.5K - $14K
|
916
$500K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
28+ 5.86% |
$12K - $13.5K
|
506
$276K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
28+ 4.08% |
$12K - $13.5K
|
714
$390K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
28+ 0.12% |
$12K - $13.5K
|
24.3K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28New |
$12K - $13.5K
|
28
$15.3K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
28+ 2.08% |
$12K - $13.5K
|
1.37K
$750K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
27New |
$11.6K - $13K
|
27
$14.7K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
27+ 0.17% |
$11.6K - $13K
|
15.5K
$8.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
26+ 5.52% |
$11.2K - $12.5K
|
497
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
26+ 2.28% |
$11.2K - $12.5K
|
1.17K
$637K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
26+ 0.86% |
$11.2K - $12.5K
|
3.06K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
26+ 5.25% |
$11.2K - $12.5K
|
521
$285K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
26+ 0.01% |
$11.2K - $12.5K
|
223K
$122M
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
25+ 0.58% |
$10.7K - $12K
|
4.33K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
25+ 1.68% |
$10.7K - $12K
|
1.52K
$827K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
25+ 1.21% |
$10.7K - $12K
|
2.09K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.05% |
$10.7K - $12K
|
2.4K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25+ 0.38% |
$10.7K - $12K
|
6.66K
$3.64M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
24+ 15.89% |
$10.3K - $11.6K
|
175
$95.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
24+ 1.13% |
$10.3K - $11.6K
|
2.14K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
24+ 5.8% |
$10.3K - $11.6K
|
438
$239K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24+ 0.78% |
$10.3K - $11.6K
|
3.09K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
23+ 3.2% |
$9.88K - $11.1K
|
742
$405K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
23+ 0.08% |
$9.88K - $11.1K
|
30.4K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
23+ 1.74% |
$9.88K - $11.1K
|
1.34K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
23+ 2.03% |
$9.88K - $11.1K
|
1.16K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
23+ 2.36% |
$9.88K - $11.1K
|
999
$546K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
23+ 0.07% |
$9.88K - $11.1K
|
31K
$16.9M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
23+ 0.92% |
$9.88K - $11.1K
|
2.54K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
22+ 0.1% |
$9.45K - $10.6K
|
22K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
22+ 1.2% |
$9.45K - $10.6K
|
1.86K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
21+ 8.97% |
$9.02K - $10.1K
|
255
$139K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21+ 0.56% |
$9.02K - $10.1K
|
3.76K
$2.05M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
21+ 2.57% |
$9.02K - $10.1K
|
839
$458K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
20+ 21.98% |
$8.59K - $9.63K
|
111
$60.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
20+ 3.98% |
$8.59K - $9.63K
|
522
$285K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
20+ 3.23% |
$8.59K - $9.63K
|
639
$349K
|
|
|
Oct 30, 2024
Q1 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.18% |
$8.59K - $9.63K
|
10.9K
$5.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
19+ 1.31% |
$8.16K - $9.15K
|
1.47K
$803K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
19+ 1.57% |
$8.16K - $9.15K
|
1.23K
$671K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
19+ 0.2% |
$8.16K - $9.15K
|
9.29K
$5.07M
|